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RBRBLX

Roblox Corporation

$RBLX·$27B·Electronic Gaming & Multimedia·Technology
$38.53+1.0%YTD-54.6%1Y-69.6%
Mentions · last 7 days
2026-08-20: 42 posts2026-08-21: 95 posts2026-08-22: 58 posts408+17%
Price updated 1d ago·X counts updated 7d ago
RBRBLX
$RBLXRoblox Corporation
$38.53+1.00%408 posts+17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RBLX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Roblox at 4% of its 52-week range with the MENA HQ opening and Steal an Egg going viral — deep drawdown against real user momentum.

Roblox is the largest user-generated-content gaming platform (~80M+ daily active users) with a scaling international footprint, an emerging ads business, and a rocky path to sustained profitability. The setup is a name deep in drawdown with fresh product momentum.

  • The revenue trajectory is inflecting: Q1 revenue grew 39% YoY to $1.44B, bookings and DAUs both accelerated post-Q2, and the sell side now models revenue climbing to ~$7.5B this year and ~$8.8B in 2027 — the platform is still growing above 30%, the multiple isn't reflecting it.
  • The product tape is genuinely hot: the "Steal an Egg" game hit 71M daily visits and briefly outpaced Fortnite in concurrent users within 10 days of launch, MENA regional HQ just opened in Riyadh, an India office is coming — the international-and-viral-content flywheel is doing exactly what the platform needs.
  • The insider selling and legal-safety measures are the offsets: multiple officers (Chopra, Buckley, Kaufman, Rawlings) sold combined ~$1.8M in mid-August (part 10b5-1, part discretionary), and Roblox agreed to child-safety measures sought by the Philippines this week — regulatory pressure is real but manageable, and Baszucki's 52K share sale is 10b5-1 tax-cover.

The setup is a coiled turnaround with real user momentum and a legitimate legal-safety overhang — the October 29 Q3 print is the referee, and the market needs bookings acceleration, DAU growth above 15%, and updated ads-revenue color. A clean beat plus visible bookings acceleration breaks the coil up; another quarter of sub-30% growth or a fresh material regulatory action confirms the drift near the 52-week low.

Agrees with X sentimentThe bullish X read on the MENA regional HQ opening in Riyadh, India office coming, "Steal an Egg" hitting 71M daily visits and outpacing Fortnite in concurrent users, bookings inflection post-Q2, and Baszucki's 52K share sale as 10b5-1 tax-cover is factually consistent with the filings and public announcements. The absence of a bear voice is fair given the ~4% 52-week range position and 39% Q1 revenue growth, but the $1.8M cluster of officer sales in mid-August is worth pricing against.

What to watch: The October 29 Q3 earnings — need bookings acceleration, DAU growth above 15%, and updated ads-revenue and MENA-region color. Another quarter of sub-30% growth or a fresh material regulatory action confirms the drift near the 52-week low; a clean beat plus visible bookings acceleration breaks the coil up.

On the calendar: 2026-10-29 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment26 posts analyzed · as of 2026-08-29

Roblox sentiment on X is bullish. Posters flag RBLX opening a MENA regional headquarters in Riyadh, Saudi Arabia, viral game 'Steal an Egg' pushing 100M+ daily visits, and tokenized RBLX/USDG going live on Longbow as collateral on Robinhood Chain. Technical accounts describe RBLX as bullish above $33.90 with a base-and-breakout setup. BingX added RBLX perpetuals. No meaningful bearish voice.

Read the AI verdict + X sentiment for $RBLX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $RBLX.

Electronic Gaming & Multimedia · Technology

No material change from last week — Roblox's user safety restrictions are suppressing engagement and bookings while TTWO's weak GTA VI monetization timeline guidance depresses sector sentiment.

What this means for $RBLX

Partial — User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency; partial earnings exposure to electronic gaming & multimedia demand dynamics through its product portfolio.

Top industry ETF

$HEROGlobal X Video Games & Esports ETF
-9.1%YTD
-17.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-27.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-28.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-276%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
78.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$-0.26$-0.34+24.4%
Q1 2026Apr 30, 2026$-0.35$-0.41+14.5%
Q4 2025Feb 5, 2026$-0.45$-0.47+3.7%
Q3 2025Oct 30, 2025$-0.37$-0.49+23.8%
Next earningsThu, Oct 29·consensus EPS $-0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+39.3%79.6%-20.4%$-0.35$596.0M
Q4 FY25$1.4B+43.2%77.7%-25.3%$-0.45$307.1M
Q3 FY25$1.4B+48.0%78.2%-21.8%$-0.37$563.5M
Q2 FY25$1.1B+20.9%78.2%-29.8%$-0.41$176.7M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.5B$7.4B – $7.6B-$1.47-$1.55 – -$1.3819
FY27$8.8B$8.5B – $9.5B-$1.14-$1.63 – -$0.6920
FY28$10.6B$9.1B – $11.9B-$0.78-$2.01 – $0.9816
FY29$12.9B$12.1B – $13.9B-$1.01-$1.11 – -$0.9315
FY30$14.6B$13.8B – $15.8B-$0.84-$0.93 – -$0.7815

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-37.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 643.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Rawlings Amy MarieChief Accounting Officer237 sh$9KSellAug 24Buckley Sean JackChief People & Systems Officer4.3K sh$167KSellAug 20Matthew D KaufmanChief Safety Officer14.9K sh$566KSellAug 20Buckley Sean JackChief People & Systems Officer5.6K sh$213KSellAug 20Rawlings Amy MarieChief Accounting Officer5.1K sh$192KSellAug 20Naveen K. ChopraCFO17.5K sh$665KSellAug 20Mark ReinstraChief Legal Off. & Corp. Sec.17.9K sh$681KSellAug 20David BaszuckiCEO52.6K sh$2.0MSellAug 19Mark ReinstraChief Legal Off. & Corp. Sec.6.3K sh$250KSellAug 4Gregory BaszuckiDirector16.7K sh$624K
1–10 of 27
+ 19 other (11 awards · 6 others · 1 gift · 1 conversion) in window

See when $RBLX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Roblox Corporation announced Q2 2026 financial results and Q3 2026 guidance via a shareholder letter (Exhibit 99.1) published July 30, 2026, along with supplemental materials on its investor relations website. The Reg FD item references the same shareholder letter. Specific daily active users, bookings, revenue, and Q3 guidance are in the attached exhibit. This is the routine quarterly earnings disclosure for the gaming platform; the inclusion of Q3 guidance makes this filing more investor-relevant than a plain results announcement.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Roblox Corporation (RBLX) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

RBLX reported first quarter ended March 31, 2026 as well as second financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsMar 273
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RBLX on 2026-03-27, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 233
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RBLX on 2026-03-23, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 208-K — Item 5.02: Officer or director change
AI summary

RBLX disclosed a personnel change (8-K Item 5.02, dated 2026-03-20). An executive departure and a new appointment are both reported. Chief Financial Officer of Activision Blizzard. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 10 other (3 13Gs · 2 10-Qs · 2 proxys · 1 D) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gaming and Leisure Properties: A High Yield And Deep Discount Too Hard To Ignore (Upgrade)seekingalpha.com·2d agoMeta, Roblox agree to child-safety measures sought by Philippines, minister saysreuters.com·3d agoRoblox Chief People Officer Sells $167,000 Stockfool.com·4d agoSnail vs. Roblox: Which Gaming Stock Looks More Attractive Now?zacks.com·4d agoImportant Notice to Long-Term Shareholders of ARS Pharmaceuticals, Inc. (NASDAQ: SPRY); Hub Group, Inc. (NASDAQ: HUBG); Insulet Corporation (NASDAQ: PODD); and Roblox Corporation (NYSE: RBLX): Grabar Law Office is Investigating Claims on Your Behalfglobenewswire.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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